Wealth Preservation Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Wealth Preservation Advisors’s Portfolio VSS Stock Details VSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-22	Closed	-$3.15K	–	1202
2025 Q4	$3.15K	Hold	22	–	–	﹤0.01%	453
2025 Q3	$3.14K	Hold	22	–	–	﹤0.01%	434
2025 Q2	$2.96K	Hold	22	–	–	﹤0.01%	433
2025 Q1	$2.54K	Buy	+22	New	+$2.56K	﹤0.01%	453

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Preservation Advisors's VSS Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2026, closing a stake of 22 shares — an estimated $3.15K sold.

Wealth Preservation Advisors first reported a position in VSS in Q1 2025 and held it in 4 quarters. The position peaked at $3.15K in Q4 2025. 701 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Wealth Preservation Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 22 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $3.15K.
Wealth Preservation Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2025 and held it in 4 quarters.
Wealth Preservation Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $3.15K in Q4 2025.
701 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.